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iShares MBS ETF
MBB

Overview Fund Activity

543 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 208 increasing their positions, 194 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
11.16%
Holding in Top 10
60
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.09%
% of All Funds
1.23%
New
82
Increased
208
Reduced
194
Closed
74
Calls
$278M
Puts
$290M
Net Calls
-$12.4M
Net Calls Change
-$9.98M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$627M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$145M
3
HCM
Hilton Capital Management
New York
$99.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$65.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
$841M

Top Sellers

1
BlackRock
BlackRock
New York
$330M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$531M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
NP
NorthRock Partners
Minnesota
$4.66M
5
Wells Fargo
Wells Fargo
California
$824M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
526
CVA Family Office
Colorado
$7K – – –
BA
527
Ballast Advisors
Minnesota
$6K – – –
RBA
528
Richard Bernstein Advisors
New York
$6K – – –
FFC
529
First Financial Corp
Indiana
$6K +$6K +53 New
RIM
530
Rockbridge Investment Management
New York
$5K +$5K +44 New
GWMIA
531
Global Wealth Management Investment Advisory
Florida
$4K -$27.4K -240 -87%
AA
532
Ancora Advisors
Ohio
$4K – – –
ETI
533
Enterprise Trust & Investment
California
$4K – – –
HWA
534
HHM Wealth Advisors
Tennessee
$4K – – –
SMG
535
Spectrum Management Group
Indiana
$3K -$2.46M -24,617 -100%
First Manhattan
536
First Manhattan
New York
$3K – – –
JFA
537
JNBA Financial Advisors
Minnesota
$3K – – –
IF
538
Ironwood Financial
Arizona
$3K – – –
APC
539
Aspire Private Capital
North Carolina
$2K -$171K -1,628 -99%
BFC
540
Bedel Financial Consulting
Indiana
$2K – – –
CFN
541
Cordasco Financial Network
Florida
$2K – – –
IRC
542
Investors Research Corp
Georgia
$2K – – –
TFA
543
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
TI
544
tru Independence
Oregon
$97 +$97 +877 New
Principal Financial Group
545
Principal Financial Group
Iowa
– -$192M -1,741,289 Closed
AP
546
Advisors Preferred
Maryland
– -$12.8M -115,839 Closed
BCM
547
Brookstone Capital Management
Illinois
– -$8.6M -77,881 Closed
KCM
548
Kathmere Capital Management
Pennsylvania
– -$8.45M -76,484 Closed
OMC
549
Old Mission Capital
Illinois
– -$7.71M -69,851 Closed
SHJ
550
Sharkey, Howes & Javer
Colorado
– -$4.73M -42,865 Closed
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